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Last week, union workers’ contracts expired without an agreement between the union and company managements on a new contract.
Though still over a year away, next year’s presidential election is already feeding into news stories and advertisements.
After a turbulent 2022, the equity market rebounded in the first half of 2023 as the S&P 500 rose 17%.
While today’s debt ceiling debates seem to mark a new level of acrimony and discord in Washington, they are not unlike debates our founding fathers once had.
The allure of making money overnight, whether it’s through new technology or an underappreciated growth story, is incredibly hard to resist.
Here we go again. Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling.
After many years of accelerated growth backed by low-interest rates, easy credit, and competitive lending, commercial real estate has become the latest area of concern for investors.
On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicone Valley Bank in order to protect depositors, marking a remarkably swift end to a bank that had been in business for four decades.
Two months into 2023, the Federal Reserve is still fighting inflation in the battle royale that began in early 2022.
With the Federal Reserve slowing its interest rate increases and inflation slowing to a tolerable level, the question remains: what can companies earn in this softer economic environment?
Now with several consecutive months of easing inflation numbers, the Fed appears to be winning the war. However, this happens just as leading indicators suggest substantial economic slowing ahead.
In December of 2022 Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE 2.0.
Overshadowed by mid-term elections last week, the latest tabulation of inflation was released. Despite its relative absence from the headlines, inflation is by far the more important near-term driver of both stock and bond performance.
The second quarter was tumultuous to say the least as we officially saw the S&P 500 enter bear market territory. What are investors to do?
A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021?
As I turned the calendar from the craziness of 2020 to 2021, I had a simple request, I hoped for a boring 2021. And for the most part my wishes were answered.
As we continue to take precautions surrounding the COVID-19 Pandemic, we look to review the second quarter of 2020. In our previous letter we discussed how most of us wished we had moved to cash prior to the COVID-19 led bear market which occurred in Feb/March of this year.
Click below to read the full letter!